Overview
Purpose
- Store pleadings, agreements, and legal notices by case or matter.
- Track filing deadlines and hearing dates.
- Retain proof of service and signatures.
Quality checklist
Ready-to-send
- Verify venue, caption, and case numbers are correct.
- Redact sensitive data per rules or orders.
- Keep signed versions and drafts separate.
- Log filing confirmations and service dates.
What to include
Use these pieces to keep the legal documents packet complete.
Core documents
Build the file
- Retainer or engagement agreements.
- Pleadings, complaints, and motions.
- Affidavits, declarations, and exhibits.
Supporting proof
Evidence to attach
- Service affidavits and mailing receipts.
- E-filing or court receipt confirmations.
- Settlement agreement drafts and notes.
Delivery notes
Keep it moving
- Name files consistently with dates and docket numbers.
- Maintain version history for each draft.
- Store in a secure location with permissions.